FIVA vs FNDF

AFIVA

BFNDF

Measures won2–4FNDF wins · of 6 · 5Y

$10,000 · 5Y$19,326FNDF · FIVA $18,993

Lowest cost0.18%FIVA · $18 on $10k

Most income2.99%FNDF · $299 on $10k

Smallest drop−10.6%FNDF · worst fall in 1Y

Held in common27.9%FIVA and FNDF

FIVA

FNDF

Fidelity International Value Factor ETF · $630MSchwab Fundamental International Large Company Index ETF · $25.8B

+25.2%3 years · per year$19,613 · $19,830+25.6%

+13.7%5 years · per year$18,993 · $19,326+14.1%

0.18%Expense ratio$18 · $25 on $10k · lower wins0.25%

2.77%12-mo yield$277 · $299 on $10k2.99%

−11.7%Worst dropSmaller wins−10.6%

16.2%VolatilityLower wins16.4%

2–4FNDF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIVA · FNDF

1.4%SHEL.L3.0%

1.4%7203.T1.1%

1.0%TTE.PA1.9%

1.7%ROP.SW1.0%

Held in common27.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.8B
2	AFIVA	Fidelity International Value Factor ETFRead Desk		0.18%	2.77%	+2.8%	+16.9%	+27.1%	+25.2%	+13.7%	−11.7%	$630M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.8B
2	AFIVA	Fidelity International Value Factor ETFRead Desk		0.18%	2.77%	+2.8%	+16.9%	+27.1%	+25.2%	+13.7%	−11.7%	$630M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FIVA vs FNDF

FIVA

Fidelity International Value Factor

$18,993

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureFIVAFNDF

Fee0.18%0.25%

Cost on $10k a year$18$25

Yield2.77%2.99%

5 years, per year+13.7%+14.1%

3 years, per year+25.2%+25.6%

Worst drop · 1Y−11.7%−10.6%

Volatility · 1Y16.2%16.4%

4–2measures won
FNDF first

27.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FIVA, FNDF

Today

27.9%most shared, FIVA and FNDF

FIVAFNDF

FIVA—27.9%

FNDF27.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$274most kept, FNDF

FNDF$299 − $25 = $274

FIVA$277 − $18 = $259

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee